Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Chloe Barnett is a CFP® professional with six years of industry experience, currently serving at Regatta Capital Group, LLC. Her prior roles include positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, and Luther Burbank Savings. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, managing diversified portfolios and offering services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Rodney Au Yeung is a financial advisor with Discipline Wealth Solutions, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cpr Investments Inc. and Aegis Wealth Management, Inc. Since 2002, he has also worked as an independent insurance agent. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors with tailored investment advisory services. The firm utilizes a variety of investment approaches and provides retirement plan consulting, sub-advisory services, and in-house management.

Teresa De Luca is a financial advisor at Chatterton & Associates with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Teresa has been with Chatterton & Associates since 2012 and has also worked at Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily advises on a non-discretionary basis.

Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Sheri Strain is a financial advisor at B.B. Graham & Company, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at B.B. Graham & Company during multiple periods since 2018, with prior roles at Farmers Financial Solutions and National Planning Corporation. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and small businesses. The firm manages approximately $322 million and employs a combination of fundamental and technical analysis across various asset classes, offering both discretionary and non-discretionary management.

Amber Shrosbree is a CFP® professional with eight years at Eclectic Associates, Inc. and five years of industry experience. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships, including individuals, trusts, charities, and businesses. The firm uses a fiduciary approach with diversified portfolios based on Modern Portfolio Theory and provides integrated financial planning and discretionary investment management.

Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.

Robert Horning is a financial advisor with McDermott Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at McDermott Investment Advisors since 2017 and previously spent eight years with Centaurus Financial, Inc. Outside of his advisory role, he operates H & S Wealth Management, a consulting business related to broker-dealer products. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across various asset classes and offering access to third-party advisers and programs for smaller accounts.

Emma Timm is a financial advisor at Advanced Portfolio Strategies with a Series 65 credential and one year of industry experience. Prior to joining Advanced Portfolio Strategies, she worked at ATS Wealth Management and The Retirement Group LLC. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory, and provides quarterly portfolio reviews with options to delegate assets to third-party managers or private funds.

Alice Amick is a financial advisor at CLG LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and held-away account management.

Amanda Preston is a CFP® with eight years of industry experience, currently associated with 3EDGE Asset Management, LP in Los Angeles, CA. Her prior experience includes roles at Windham Capital Management and Morgan Stanley. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, acting as a sub-advisor, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach combining quantitative research with committee judgment and stress testing, primarily implementing strategies through ETFs and, in some cases, derivatives and borrowing.

Kyle Schneider is a CFP® and ChFC® with 29 years of industry experience. He has been with Chatterton & Associates since 2004 and is also associated with Osaic Wealth. Schneider holds Series 63 registration and is based in Anaheim, CA. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down approach in asset allocation, primarily advising on a non-discretionary basis, and offers additional services such as tax preparation and business advisory through internal departments.

James Moylan is a CFA® charterholder with 19 years of industry experience. He has been with SFE Investment Counsel Inc. in Los Angeles since 2007. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm’s investment approach emphasizes asset allocation and a total-return orientation with concentrated portfolios typically holding 20–25 equity positions selected through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She has held her current position since 2017 and previously worked at The Art of Management LLC for two years. Jenkins holds a Series 65 designation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds and ETFs, supplemented by individual stocks and bonds, and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Harry Barth is a financial advisor with Secura Financial, holding CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Arkadios Capital, Crown Capital Securities, Bentley Financial & Insurance Services, Barthcalderon LLP, and Secura Financial. Outside of his advisory role, he serves as managing partner of a law firm, Barthcalderon LLP, and is president of Bentley Financial Inc., which involves insurance sales. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including derivative instruments, and maintains multiple industry roles disclosed as potential conflicts of interest.

Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.

Jon Bemis is a CFP® professional with 26 years of industry experience, currently serving as an advisor at CLG LLC. He previously worked with Cetera and has operated his own tax and accounting firm, Jon W. Bemis, CPA, since 1992. His experience includes both financial advisory roles and tax preparation services. CLG LLC serves a diverse clientele including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates across multiple offices with a broad product and service platform.

Eric Anspach is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at Cetera and Kratos Strong, and has been with CLG since 2016. Outside of his advisory role, Anspach is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a variety of analytical methods and offers comprehensive portfolio management, retirement plan consulting, and insurance solutions, utilizing strategies including derivatives, margin, and digital assets.

Michael Bishop is a financial advisor at CLG LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at Cetera Advisor Networks LLC and Cetera before joining CLG LLC in 2016. Outside of his advisory role, he is the owner of Michael L. Bishop Inc., a corporation used for office expenses. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, to manage portfolios with both discretionary and non-discretionary approaches.